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Planning and Advice

Financial education and calculators

 

We can help you meet your financial goals, save for college, and prepare for retirement. Read up on these topics or use one of our calculators to brush up on the basics before visiting with your MMA counselor, Mennonite Foundation representative, or trust and investment advisor.

By life event

Many of your personal finance goals depend upon your stage of life. You might be saving for college, starting a family, or planning your retirement. No matter where you are on your financial path, MMA has resources to help you reach your long-term goals.

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Retirement planning

The most important thing about a retirement plan is having one. Learn how to chart a course for the future no matter what your age.

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College savings

Don’t let high tuition costs scare you into thinking college is out of reach. Start small and gradually increase your savings rate each year. A plan is the easiest way to reach your goals.

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Investment basics

Diversification is a fancy way of saying, “spread out your risks.” This is one of many basic investment principles you can learn – without going to night school.

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Build your savings

Remember the plastic bank you had on your dresser when you were a kid? All that loose change added up pretty fast, didn’t it? Your bank may have changed, but the concept of building your savings a little at a time hasn’t.

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Protect your family

If you’d do anything for them, then why not take the time to evaluate your financial plans and make the future less unsure?

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Calculators and worksheets
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